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IAI and OAKM share 5.9% of their holdings.
| Side by side | IAI | OAKM |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.64% |
| Cost per year on $10k | $37 | $64 |
| Trailing 12-mo yield | 1.18% | 0.61% |
| Income per year on $10k | $118 | $61 |
| YTD | +1.5% | +9.9% |
| 1 year | +3.1% | +15.4% |
| 3 years · per year | +29.1% | — |
| 5 years · per year | +11.6% | — |
| Worst drop · 1Y | −16.5% | −8.6% |
| Volatility · 1Y | 20.6% | 13.4% |
| Holdings | 35 | 0 |
| Assets | $1.3B | $1.2B |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.